Tracking parts cost on invoices
The Expenses page shows the cost, price, and profit of every invoice line — a line-by-line view of where your margin actually comes from. It’s Owner-only, and it’s the detail behind the headline profit number.
What you see
- Every invoice line, with quantity, cost per unit, price per unit, total cost, total price, profit, and margin %.
- Totals across the visible rows — revenue, cost, profit — and a count of any uncosted lines.
- A filter to show only uncosted lines — the ones missing a cost price, so you can go add it.
- An export to CSV for your own records or accountant.
Uncosted lines. A line shows as uncosted when its part had no cost price at the time it was added — typed free-form, or a part you never costed. These count toward revenue but are left out of cost and profit, so margin isn’t silently wrong. Add the cost in the catalog and future lines will be costed.
Where the numbers come from
Profit is computed across invoice lines, not quotes — an invoice is money owed whether it’s paid yet or not, while a quote may still be rejected. Each line’s cost is the snapshot taken when the part was added, so the view is a true historical record, not a recalculation against today’s prices.
For the at-a-glance summary, see Reading the month-to-date profit widget.